中国表示期待美国继续合作。 #USChinaDeal | CoinSparrow发布于币安广场

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中国表示期待美国继续合作。 #USChinaDeal  

免责声明：含第三方意见，不构成财务建议，并且可能包含赞助内容。详见《条款和条件》。

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Market Outlook: Heading into the Holidays Even though US stock markets closed the week in negative territory, I believe we will return to the uptrend as we approach Christmas. I think the same applies to cryptocurrencies. Everyone is setting a target of $65,000. My next target for Bitcoin is $99,000. #BTCVSGOLD #bitcoin

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There are a few research reports circulating on Wall Street, and while examining their main themes, I noticed a shift as I've mentioned before in the AI investment thesis. Slowly transitioning towards companies that utilize Artificial Intelligence. Companies that are applying AI to increase efficiency and drive productivity are beginning to be favored over those with increasing capital expenditures. Being able to anticipate these changes is highly valuable. Rich Privorotsky, Goldman Sachs Head of Europe, stated that AI is "swimming in muddy water." While I find this a bit exaggerated, it should certainly be taken into consideration. DeepSeek is reportedly 25 times cheaper than GPT-5 and 30 times cheaper than Gemini 3 Pro. #Gemini The general consensus predicts that the long-term winners will not be the developers but the companies that apply AI, with profits generally expected to flow into corporate profit margins. Sectors with the Highest Predicted Adoption Rates: * Finance (#XLF) * Manufacturing/Industrials (#XLI) * Healthcare (#XLV) * Retail (#XRT) A list of the 20 most valuable stocks expected to generate profits in these sectors has been shared. GH , which I previously mentioned, analyzed, and added to our portfolio (full name: Guardant Health), has secured the 19th spot. #NUTX is currently in the leading position. #GH will remain in the portfolio for a while longer. Disclaimer: This is not investment advice. Please conduct your own research.

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This market loves rotation, If you missed $PARTI and $BOB , keep a close eye on $UAI $UAI might be lining up next.

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Good morning 🙏 I’m here with your morning market analysis. USA I’ve prepared a piece I hope you’ll enjoy while sipping your tea or coffee. We always need to consider possible scenarios. AI investments are expected to reach $4 trillion by 2030, but as I always say, diversification is key. Leading Wall Street analysts are also warning about a potential market correction, echoing concerns about an AI bubble. I’m staying cautious. If you’ve noticed, we’ve been actively trading in the U.S. markets. The S&P 500 is rallying, led by AI, and although November was weak, our carefully selected stocks have held up well. Tech sector valuations have reached dot-com era levels, signaling caution ⚠️⚠️⚠️. #Google CEO Sundar Pichai added that if the AI bubble bursts, no company, including Alphabet with Gemini, would be immune. According to BlackRock analysts, there are signs of AI fatigue among investors, and we’re seeing indications that some investors are already showing signs of it. To protect ourselves and diversify the portfolio, I looked outside the tech sector for a company with strong investment fundamentals. I research, analyze, and share these insights for you. Company: Guardant Health #GH Sector: Healthcare Services Guardant Health is an oncology company developing blood- and tissue-based tests, guiding cancer detection and treatment. GH has strong momentum, with annual revenue exceeding $1 billion and forecasts suggesting it could double revenue by 2028. Current stock price: $105. Out of roughly 950 companies in the healthcare sector, they rank 5th. Based on my quality assessment, the stock appears undervalued. Even with a steady approach, it could cover significant ground. We’re looking at a non-tech sector investment to diversify. Of course, there are risks, and everyone should do their own research. This is not investment advice. Have a great day 💎

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MongoDB (MDB) Earnings Update Revenue: $628.3M up 19% YoY, beating expectations Annual Growth: Company delivered ~30% YoY growth overall Operating Loss: $18.4M, improving from last year’s $27.9M loss Customer Growth: As of October 31, 2025, MongoDB surpassed 62,500 customers The CEO emphasized that MongoDB is strongly positioned for AI platforms, offering a unified data layer powering mission-critical workloads. Still holding $MDB in the portfolio. 💪

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